Ibex Wealth Advisors Energy Sector Spdr Transaction History

Ibex Wealth Advisors

$1.17 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 06, 2023	SELL	$76.09 - $94.08 $25,870 - $31,987	-340 Reduced 0.82%	41,078 $3.59 Million
Q3 2022 Oct 31, 2022	SELL	$67.49 - $84.09 $4,319 - $5,381	-64 Reduced 0.15%	41,418 $2.98 Million
Q2 2022 Aug 16, 2022	BUY	$70.66 - $92.28 $1.15 Million - $1.51 Million	16,337 Added 64.97%	41,482 $2.97 Million
Q1 2022 May 16, 2022	BUY	$57.22 - $78.75 $14,934 - $20,553	261 Added 1.05%	25,145 $1.92 Million
Q4 2021 Feb 22, 2022	SELL	$53.01 - $59.14 $28,254 - $31,521	-533 Reduced 2.1%	24,884 $1.38 Million
Q3 2021 Nov 12, 2021	BUY	$45.79 - $54.81 $38,005 - $45,492	830 Added 3.38%	25,417 $1.32 Million
Q2 2021 Aug 20, 2021	BUY	$47.07 - $56.19 $159,614 - $190,540	3,391 Added 16.0%	24,587 $1.33 Million
Q1 2021 May 05, 2021	BUY	$37.96 - $53.57 $804,600 - $1.14 Million	21,196 New	21,196 $1.04 Million
Q3 2019 Nov 12, 2019	SELL	$59.2 - $63.13 $10,537 - $11,237	-178 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	N/A	178 New	178 $11,000

Others Institutions Holding XLE

# of Institutions

2,026

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$4.12 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.68 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.42 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$792 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$768 Million
0.12% of portfolio

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ibex Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Ibex Wealth Advisors with notifications on news.